Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,302
Closed -$349K 1022
2024
Q2
$349K Sell
2,302
-398
-15% -$60.3K 0.02% 586
2024
Q1
$445K Buy
+2,700
New +$445K 0.03% 575
2023
Q3
Sell
-1,737
Closed -$223K 511
2023
Q2
$223K Buy
+1,737
New +$223K 0.04% 441